Surfe, the startup that was initially named Leadjet, is an fascinating browser extension should you spend quite a lot of time on LinkedIn and are uninterested in switching between your CRM and the skilled social community.
While you set up Surfe’s browser extension, you get some nifty syncing options between your CRM and LinkedIn. For example, yow will discover leads on LinkedIn and simply export them to your CRM platform. However you can too view CRM information instantly on LinkedIn profile pages.
“We imagine the CRM must be the place the relationships occur,” co-founder and CEO David Maurice Chevalier instructed me. “We’re simply closing the hole right here between these totally different platforms and CRMs.” Surfe works with HubSpot, Salesforce, Pipedrive and Copper.
Surfe began as a fast export device for LinkedIn. You put in the browser extension and you’ll export a LinkedIn profile to your CRM with out having to manually copy and paste a ton of information.
But it surely has advanced right into a extra highly effective device that gives two-way syncing. Surfe injects CRM information on LinkedIn instantly so that you could work together together with your CRM the place you already spend most of your time.
While you add a LinkedIn contact to your CRM, you possibly can fill out CRM fields from there — business, firm dimension, function within the firm, and many others. If you happen to rely closely on LinkedIn messages, you can too sync non-public conversations together with your CRM.
It may be significantly helpful with a number of gross sales folks. You’ll be able to see if somebody on the crew has already contacted a selected individual and the present standing of the deal.
All these new options create a more healthy relationship with LinkedIn. “We’re not an information exporter, we improve the time spent on LinkedIn,” Chevalier stated.
The browser extension additionally acts as a shortcut to your CRM. You’ll be able to write notes and create duties in just some clicks.
There’s an even bigger play for Surfe. The startup needs to modernize the CRM interface. Customers can open full-screen views with the deal pipeline in kanban and checklist views. It may not substitute your CRM, however it could actually aid you push fast updates.
“The CRM is extra of an information platform and we expect we want a brand new entrance finish,” Chevalier stated.
There are 1,500 corporations utilizing Surfe in a method or one other. Some gross sales folks simply began utilizing it instantly, whereas different corporations have tons of of licenses. Spendesk is an enormous Surfe buyer, for example.
The corporate raised $4 million (€4 million) this summer season in a seed spherical led by 360 Capital. Different contributors within the spherical embody TS Ventures and numerous enterprise angels.
Extra spectacular, the crew managed to succeed in €1 million in annual recurring income with none correct gross sales crew. Now that it has raised some funding, it needs to succeed in the subsequent stage.